Partnership

Grow your firm with Carson’s back-office support.

You’ve spent your career building your business and earning your clients’ trust. But you know that to reach the next level of growth, you need to delegate more and elevate yourself to CEO. Becoming a Carson affiliate partner gives you the freedom to maintain full ownership, keeping your brand while benefiting from all the tools and infrastructure Carson offers.

Fully Independent

You own 100% of your business – including your clients – and still reap the full benefits of the Carson ecosystem.

Keep
Your Brand

You keep your brand. We help you elevate it with an improved website and ongoing marketing support.

Succession Flexibility

Choose your own succession plan, within or outside our partnership network, with Carson available as a backstop.

“I’ve actually discovered that I have a lot more free time than I ever had.”

As an affiliated Carson Partner, you’ll have access to the entire ecosystem:

ecosystem Your Business M&A Support Advanced Financial Planning Marketing & Client Acquisition Succession Planning Training & Business Coaching HR & NextGen Support Inspiration & Community Investment Management Operations Delegate & Elevate Technology Compliance
  • Technology stack
  • Compliance
  • Operations
  • Investment management
  • HR support
  • Marketing and lead generation
  • M&A support
  • Advanced financial planning
  • Succession planning
  • Business coaching & training

Other Ways to Join Carson

01

Grow With Carson

02

Join a Partner Firm

03

Minority Investment

04

Full Acquisition

01

Grow With Carson

Keep your practice and your brand, while getting the support you need to grow.

Learn More

02

Join a Partner Firm

Focus 100% on your clients and growth, and ditch the headaches of running a firm.

Learn More

03

Minority Investment

Keep control of your firm and get a capital infusion, succession plan & extra growth support from a national brand.

Learn More

04

Full Acquisition

Favorable exit plan with an RIA that will care for your clients the same way you do. Stay on and run the practice, or take the next step in your freedom journey.

Learn More

Firm’s AUM
0
Your Valuation:
$6,102,002
$5,405,032
Percentage of AUM Advisory Business
0

What’s Your Firm Worth?

Your next step starts with understanding your advisory firm’s value.

Find Your Freedom

Making a change doesn’t have to mean selling your business. Learn more about how affiliate partnership can help you run, grow and love your business while freeing you to focus on what matters most to you.

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